vs
Blue Bird Corp（BLBD）与Royalty Pharma plc（RPRX）财务数据对比。点击上方公司名可切换其他公司
Royalty Pharma plc的季度营收约是Blue Bird Corp的1.9倍（$622.0M vs $333.1M），Royalty Pharma plc净利率更高（34.4% vs 9.2%，领先25.2%），Blue Bird Corp同比增速更快（6.1% vs 4.8%），过去两年Royalty Pharma plc的营收复合增速更高（4.6% vs -1.9%）
蓝鸟公司是美国知名客车制造企业，总部位于佐治亚州福特瓦利，主打产品为校车，同时业务覆盖多种客车类型的生产，包括城市公交、旅居房车，以及移动图书馆、流动警务指挥中心等特种车辆。
本公司是总部位于美国马萨诸塞州剑桥市的临床阶段生物制药企业，专注于研发可调节转化生长因子β（TGF-β）超家族蛋白的药物，该类蛋白在红细胞、肌肉、骨骼、血管等细胞与组织的生长修复过程中发挥核心作用。
BLBD vs RPRX — 直观对比
营收规模更大
RPRX
是对方的1.9倍
$333.1M
营收增速更快
BLBD
高出1.3%
4.8%
净利率更高
RPRX
高出25.2%
9.2%
两年增速更快
RPRX
近两年复合增速
-1.9%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $333.1M | $622.0M |
| 净利润 | $30.8M | $214.2M |
| 毛利率 | 21.4% | — |
| 营业利润率 | 11.3% | 62.4% |
| 净利率 | 9.2% | 34.4% |
| 营收同比 | 6.1% | 4.8% |
| 净利润同比 | 7.1% | 2.9% |
| 每股收益（稀释后） | $0.94 | $0.49 |
绿色 = 该指标领先。财年不对齐时期间可能不同
8季度营收与利润趋势
并排季度历史对比，按日历期对齐，财年错位的公司也能正确匹配
营收BLBDRPRX
| Q4 25 | $333.1M | $622.0M | ||
| Q3 25 | $409.4M | $609.3M | ||
| Q2 25 | $398.0M | $578.7M | ||
| Q1 25 | $358.9M | $568.2M | ||
| Q4 24 | $313.9M | $593.6M | ||
| Q3 24 | $350.2M | $564.7M | ||
| Q2 24 | $333.4M | $537.3M | ||
| Q1 24 | $345.9M | $568.0M |
净利润BLBDRPRX
| Q4 25 | $30.8M | $214.2M | ||
| Q3 25 | $36.5M | $288.2M | ||
| Q2 25 | $36.5M | $30.2M | ||
| Q1 25 | $26.0M | $238.3M | ||
| Q4 24 | $28.7M | $208.2M | ||
| Q3 24 | $24.7M | $544.0M | ||
| Q2 24 | $28.7M | $102.0M | ||
| Q1 24 | $26.0M | $4.8M |
毛利率BLBDRPRX
| Q4 25 | 21.4% | — | ||
| Q3 25 | 21.1% | — | ||
| Q2 25 | 21.6% | — | ||
| Q1 25 | 19.7% | — | ||
| Q4 24 | 19.2% | — | ||
| Q3 24 | 17.0% | — | ||
| Q2 24 | 20.8% | — | ||
| Q1 24 | 18.4% | — |
营业利润率BLBDRPRX
| Q4 25 | 11.3% | 62.4% | ||
| Q3 25 | 12.3% | 70.1% | ||
| Q2 25 | 12.6% | 36.3% | ||
| Q1 25 | 9.4% | 94.0% | ||
| Q4 24 | 10.5% | 60.9% | ||
| Q3 24 | 7.3% | — | ||
| Q2 24 | 11.9% | 50.2% | ||
| Q1 24 | 10.4% | -13.0% |
净利率BLBDRPRX
| Q4 25 | 9.2% | 34.4% | ||
| Q3 25 | 8.9% | 47.3% | ||
| Q2 25 | 9.2% | 5.2% | ||
| Q1 25 | 7.3% | 41.9% | ||
| Q4 24 | 9.2% | 35.1% | ||
| Q3 24 | 7.0% | 96.3% | ||
| Q2 24 | 8.6% | 19.0% | ||
| Q1 24 | 7.5% | 0.8% |
每股收益（稀释后）BLBDRPRX
| Q4 25 | $0.94 | $0.49 | ||
| Q3 25 | $1.11 | $0.67 | ||
| Q2 25 | $1.12 | $0.07 | ||
| Q1 25 | $0.79 | $0.55 | ||
| Q4 24 | $0.86 | $0.46 | ||
| Q3 24 | $0.71 | $1.21 | ||
| Q2 24 | $0.85 | $0.23 | ||
| Q1 24 | $0.79 | $0.01 |
资产负债表与财务实力
最新季度各公司的流动性、杠杆与账面价值一览
| 指标 | | |
|---|---|---|
| 现金及短期投资手头流动性 | $241.7M | $618.7M |
| 总债务越低越好 | — | $9.0B |
| 股东权益账面价值 | $271.4M | $9.7B |
| 总资产 | $642.3M | $19.6B |
| 负债/权益比越低杠杆越低 | — | 0.92× |
8季度趋势，按日历期对齐
现金及短期投资BLBDRPRX
| Q4 25 | $241.7M | $618.7M | ||
| Q3 25 | $229.3M | $938.9M | ||
| Q2 25 | $173.1M | $631.9M | ||
| Q1 25 | $130.7M | $1.1B | ||
| Q4 24 | $136.1M | $929.0M | ||
| Q3 24 | $127.7M | $950.1M | ||
| Q2 24 | $88.4M | $1.8B | ||
| Q1 24 | $93.1M | $843.0M |
总债务BLBDRPRX
| Q4 25 | — | $9.0B | ||
| Q3 25 | — | $8.9B | ||
| Q2 25 | — | $8.0B | ||
| Q1 25 | — | $7.6B | ||
| Q4 24 | — | $7.6B | ||
| Q3 24 | — | $7.6B | ||
| Q2 24 | — | $7.6B | ||
| Q1 24 | — | $6.1B |
股东权益BLBDRPRX
| Q4 25 | $271.4M | $9.7B | ||
| Q3 25 | $255.4M | $9.6B | ||
| Q2 25 | $221.8M | $9.5B | ||
| Q1 25 | $190.4M | $9.8B | ||
| Q4 24 | $179.7M | $10.3B | ||
| Q3 24 | $159.6M | $10.3B | ||
| Q2 24 | $137.3M | $9.8B | ||
| Q1 24 | $105.8M | $9.9B |
总资产BLBDRPRX
| Q4 25 | $642.3M | $19.6B | ||
| Q3 25 | $625.3M | $19.3B | ||
| Q2 25 | $575.5M | $18.3B | ||
| Q1 25 | $543.7M | $17.6B | ||
| Q4 24 | $535.2M | $18.2B | ||
| Q3 24 | $524.9M | $18.0B | ||
| Q2 24 | $468.1M | $17.7B | ||
| Q1 24 | $456.5M | $16.1B |
负债/权益比BLBDRPRX
| Q4 25 | — | 0.92× | ||
| Q3 25 | — | 0.93× | ||
| Q2 25 | — | 0.84× | ||
| Q1 25 | — | 0.78× | ||
| Q4 24 | — | 0.74× | ||
| Q3 24 | — | 0.74× | ||
| Q2 24 | — | 0.78× | ||
| Q1 24 | — | 0.62× |
现金流与资本效率
扣除再投资后实际产生的现金。现金流比净利润更难造假
| 指标 | | |
|---|---|---|
| 经营现金流最新季度 | $36.6M | $827.1M |
| 自由现金流经营现金流 - 资本支出 | $31.1M | — |
| 自由现金流率自由现金流/营收 | 9.3% | — |
| 资本支出强度资本支出/营收 | 1.6% | — |
| 现金转化率经营现金流/净利润 | 1.19× | 3.86× |
| 过去12个月自由现金流最近4个季度 | $162.6M | — |
8季度趋势，按日历期对齐
经营现金流BLBDRPRX
| Q4 25 | $36.6M | $827.1M | ||
| Q3 25 | $65.1M | $702.6M | ||
| Q2 25 | $56.9M | $364.0M | ||
| Q1 25 | $27.8M | $596.1M | ||
| Q4 24 | $26.4M | $742.5M | ||
| Q3 24 | $55.4M | $703.6M | ||
| Q2 24 | $989.0K | $658.2M | ||
| Q1 24 | $54.6M | $664.6M |
自由现金流BLBDRPRX
| Q4 25 | $31.1M | — | ||
| Q3 25 | $60.5M | — | ||
| Q2 25 | $52.3M | — | ||
| Q1 25 | $18.7M | — | ||
| Q4 24 | $21.8M | — | ||
| Q3 24 | $50.2M | — | ||
| Q2 24 | $-3.5M | — | ||
| Q1 24 | $51.8M | — |
自由现金流率BLBDRPRX
| Q4 25 | 9.3% | — | ||
| Q3 25 | 14.8% | — | ||
| Q2 25 | 13.1% | — | ||
| Q1 25 | 5.2% | — | ||
| Q4 24 | 7.0% | — | ||
| Q3 24 | 14.3% | — | ||
| Q2 24 | -1.1% | — | ||
| Q1 24 | 15.0% | — |
资本支出强度BLBDRPRX
| Q4 25 | 1.6% | — | ||
| Q3 25 | 1.1% | — | ||
| Q2 25 | 1.2% | — | ||
| Q1 25 | 2.5% | — | ||
| Q4 24 | 1.5% | — | ||
| Q3 24 | 1.5% | — | ||
| Q2 24 | 1.3% | — | ||
| Q1 24 | 0.8% | — |
现金转化率BLBDRPRX
| Q4 25 | 1.19× | 3.86× | ||
| Q3 25 | 1.78× | 2.44× | ||
| Q2 25 | 1.56× | 12.06× | ||
| Q1 25 | 1.07× | 2.50× | ||
| Q4 24 | 0.92× | 3.57× | ||
| Q3 24 | 2.24× | 1.29× | ||
| Q2 24 | 0.03× | 6.45× | ||
| Q1 24 | 2.10× | 139.10× |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
业务分部营收拆解
BLBD
| Alternative Fuel Buses | $151.4M | 45% |
| Diesel Buses | $144.9M | 43% |
| Parts | $24.8M | 7% |
| Other | $12.1M | 4% |
RPRX
| Financial Royalty Assets | $592.4M | 95% |
| Royalty Income Other | $29.6M | 5% |
